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Technology Stocks : THREE FIVE SYSTEM (TFS) - up from here? -- Ignore unavailable to you. Want to Upgrade?

To: bythepark who wrote (813)	1/22/1998 2:35:00 AM
From: Maurice S. Green	Read Replies (3) \| Respond to of 3247

All--the way I see these projectors being used is as follows. A salesman comes in to make a sales presentation. Has his computer AND a projector. Instead of his prospects circling around the laptop and not really seeing the presentation, he uses the projector to SCREEN the presentation on the wall, for all to see easily and clearly. This projector costs under $600 and is easily hand carried. Same goes for a lecturer, teacher. Any buyers out there??

To: bythepark who wrote (813)	1/22/1998 7:41:00 AM
From: Toby	Respond to of 3247

INFS is TI's largest customer for DMD/DLP. They should be TFS' dream customer, but not a logical OEM at this point. My guess is TFS will have to work their way up through some of the ant-sized companies who are willing to invest the time to work out bugs, just as IBM has done with Electrohome, although if TFS lands INFS or the like, then pop the corks. My personal opinion is that TFS/NSM are far from any volume projector market. It took IBM a heckuva long time to get their LCD/Si projector to market and it involves a lot of tricks in the Si and elsewhere to get LCD/Si to work at high brightness and look good at high mag. Probably TFS/NSM is ready for low end, low brightness markets, which aren't too challenging, but you can't hide much when your image is a square meter, 1000L. I also disagree with BenF about the desirability of reflective technology for personal displays, but we've each aired our views on that and I won't repeat mine. I'm as curious as anyone to see who is going to buy the TFS LCD/Si. I don't see any applications screaming for it, but if they do a great engineering job, it could be a successful product.